Professional Documents
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October 12
INSTALL
April 5
November 30
IMPROVE
MAINTAIN
February 8
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Terry Blackman
Contents
1. 2. 3. INTRODUCTION:.........................................................................................................................................................4 MEETING #1 SCOPE MEETING ............................................................................................................................5 MEETING # 2 TRAINING AND INSTALLATION ...............................................................................................6 3.1 TRAINING ................................................................................................................................................................6 3.2 INSTALLATION:........................................................................................................................................................6 3.2.1 Cleanliness a clean installation environment is important .............................................................................6 3.2.2 Pre-Installation checks ......................................................................................................................................6 3.2.3 Mounting Procedure Critical for Bearings with Tapered Bore (K). ...............................................................7 3.2.4 Mounting Tools Use the Right Tools...............................................................................................................7 3.2.5 To work out what tools are required:.................................................................................................................7 3.2.6 Dismounting Procedures: ..................................................................................................................................7 3.3 REPLACING SEALED BEARINGS: ..............................................................................................................................8 4. MEETING #3 - BEST PRACTICES IN BEARING LUBRICATION......................................................................9 4.1 4.2 4.3 4.4 4.5 4.6 4.7 4.8 4.9 4.10 4.11 5. PERSONNEL: ............................................................................................................................................................9 STORAGE AND HANDLING: ......................................................................................................................................9 SAFETY:.................................................................................................................................................................10 TRAINING: .............................................................................................................................................................11 FLUSHING OF GEARBOXES:....................................................................................................................................11 LABELLING:...........................................................................................................................................................11 RELUBRICATION QUANTITIES:...............................................................................................................................11 RATIONALISATION:................................................................................................................................................12 AUTOMATIC LUBRICATORS: ..................................................................................................................................12 SOFTWARE AND SCHEDULING: ..............................................................................................................................12 MAGNETS, BREATHERS AND PURGE HOLES: .........................................................................................................12
MEETING # 4 - ROOT CAUSE FAILURE ANALYSIS & RELIABILITY IMPROVEMENTS .......................14 5.1 5.1.1 5.1.2 5.2 5.2.1 5.2.2 5.3 5.4. 5.4.1 5.4.2 5.4.3 5.5 SUMMARY OF COMPANIES RCA PROCESSES AND IMPROVEMENT METHODOLOGIES ..............................................14 Best Practices in Bearing Reliability Improvement .........................................................................................15 Specific Bearing Failure Information ..............................................................................................................15 CASE STUDIES OF IMPROVEMENT PROJECTS..........................................................................................................16 Bluescope Steel ................................................................................................................................................16 TRUenergy Yallourn Pulley Housing Redesign ............................................................................................17 SUPPLIER TECHNICAL SUPPORT.............................................................................................................................17 TECHNOLOGIES THAT CAN IMPROVE RELIABILITY .................................................................................................18 Two-Bearing Units for Fans ............................................................................................................................18 ConCentra (Pop-Release) Bearing Units.........................................................................................................19 CARB Toroidal Bearings .................................................................................................................................20 COST-BENEFIT ANALYSIS .......................................................................................................................................21
6.
MEETING # 4 STOCKING CONDITIONS AND SUPPLY AGREEMENTS .....................................................22 6.1 FORMAL BEARING SUPPLY AGREEMENTS...............................................................................................................22 6.2.1 Some of the advantages of a formal agreement: ..............................................................................................23 6.1.2 The disadvantages of agreements are:.............................................................................................................23 6.2 IS RELIABILITY OR MAINTENANCE INVOLVED IN THE DECISION MAKING PROCESS WITH RESPECT TO SUPPLY?.....24 6.3 WHAT TECHNICAL SUPPORT DO YOU GET FROM THE VENDOR(S) AS PART OF THE AGREEMENT? E.G. TRAINING, CATALOGUES, TECHNICAL PUBLICATIONS, JOURNALS, ON-LINE RESOURCES, ETC. ..............................................................25 6.3.1 Two Levels of Engagement...............................................................................................................................27 6.2 HOW DO YOUR SUPPLY & STORES ARRANGEMENTS HELP OR HINDER YOUR ABILITY TO MEET MAINTENANCE OR RELIABILITY GOALS?............................................................................................................................................................27 WHAT ARE THE CONFLICTS (IF ANY) BETWEEN STORES ORDERING, INVENTORY, AND RELIABILITY? ...................................27
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6.5 WHAT DETERMINES THE LEVEL OF SPARES HELD FOR CRITICAL EQUIPMENT? HOW IS STORES INVENTORY MANAGED TO ENSURE CRITICAL SPARES ARE IN AN AS NEW CONDITION WHEN NEEDED FOR INSTALLATION? ..................30 6.7 WHAT WOULD YOU LIKE TO SEE WRITTEN IN A SUPPLY AGREEMENT THAT WILL SUPPORT YOUR EFFORTS IN MAINTENANCE & RELIABILITY? ...........................................................................................................................................31 6.8 SUMMARY .............................................................................................................................................................32 APPENDIX 2 COMPANY ATTENDANCE LIST ..........................................................................................................34 APPENDIX 3 - REFERENCE MATERIAL .......................................................................................................................35
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1. Introduction:
Bearings are at the heart of rotating equipment and their reliability is often critical to the operation of plant and equipment. The purchase cost of bearings is proportionally very small compared to the maintenance cost of replacement and potential lost production caused by failure. The purpose of this Common Interest Work Group (CIWG) is to discuss the various factors affecting bearing performance and share practices that members have successfully implemented to overcome known problems. There will be four CIWG meetings covering the areas of interest to the members. CIWGs will be held on member sites to allow for a short overview of the host companys initiatives in a particular area relevant to the topic.
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The areas of interest expressed by members can be broadly classified into four (4) areas: 1. Lubrication 2. Training and Installation 3. Root Cause Failure Analysis & Improvements 4. Stock & Suppliers
Main Topic(s)
Training & Installation
Sub-topics
Whats available out there, Procedure documentation, use of check lists & job packs, using the right tools & equipment, getting the basics right, preventing skidding under light loads, subcontractor skills. Specs. for off-site repairers, specs. for new equipment, specs for turnkey projects, particularly for fans, motors & Plummer blocks. Using greased for life applications, cages
Lubrication
Who should do it?, labelling of containers, stopping cross-contamination , setting up routines, using magnets in oil, software available, lubrication intervals based on hours, cleaning sumps for sludge removal?, grease fill in Plummer blocks, storage of oil, oil rationalisation, using subcontractors for lubrication, filtration standards, oil mist applications, bearing isolators, use of autolubricators, breathers, sealing types for housings, purge points.
Bearing Failures analysis (RCA, Post mortems), improvement examples, involving operators, monitoring and predicting failures in slow speed bearings, Alternatives and technology upgrades,
Shelf life, vibration isolation, critical spares management, stock rotation practices, checking condition of old stock, refurbishment of bearings. Whats in the contracts?, Technical support, web sites, KPIs, Maintenance Involvement in decisions.
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Bearing failures due to incorrect installation are reported to account for between 16% and 36% of all premature bearing failures. The root cause of the incorrect installation in most cases is lack of specific bearing installation training, incorrect use of tools, use of the wrong tools, contamination during fitting and incorrect tolerances of shafts and housings. These can all be avoided and the path to best practices in bearing reliability and maintenance starts with addressing these issues:
3.1
Training
Utilise vendors where possible for short training courses on site e.g. Blusecope Steel get CBC to do regular 3 hour training courses on site. Other vendors will do the same if asked. Check to see what free training is available with supply contracts. Make training also available for contractors to ensure they get upskilled as well. Include Engineers, Supervisors & Planners in Training courses as it cannot be assumed that they understand the need for getting the basics right. Its particularly important that Supervisors are knowledgeable about bearing installation so they can supervise contractors who may not be trained in this area. Accredited 3-day courses are also available - see SKF Course in Bearing Technology & Maintenance. These cover all aspects of bearing maintenance. Include examples of the costs of failures in training to emphasise the importance of correct installation.
3.2
Installation:
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3.2.3 Mounting Procedure Critical for Bearings with Tapered Bore (K).
Have mounting instructions for Self Aligning Double-Row Ball and Roller Bearings supplied with the bearing. e.g. Bluescope example where the vendor supplies instructions attached to each bearing box. Supply mounting detail checklist with the bearing to record actual mounting clearances. Download mounting instructions from websites. e.g. www.skf.com/mount These issues increase in importance when contractors and casuals are doing the installation and their skill in this area in not known. Document worksheets for critical jobs and include the instructions in the CMMS. Record installed clearance dimensions of large bearings to enable calculation of wear by measurements taken at some future date. For infrequent and critical installations, contact your bearing supplier to provide an engineer for on-site supervision.
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3.3
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4.
Alan Pycroft gave us an excellent overview of the Lubrication practises at TRUenergy - Yallourn. Yallourn has implemented many of the best practices that are mentioned below in the summary. The Presentation is available on the SIRFRt web site www.sirfrt.com.au Go to Meetings, CIWG Meetings, Rolling Bearing Management & Reliability CIWG, Nov 30
4.1
Personnel:
For an effective lubrication program, it was agreed that there must be dedicated Lubrication person or team to do the job. It should not be a job relegated to the least skilled people on site. A starting point is to have a job specification and a title for the role that reflects its importance. e.g. Lubrication Technician. If the role is not given importance, it will not be treated with the importance it deserves. Where companies have different personnel responsible for lubrication and each area does their own thing, there is no chance of a successful lubrication program. Where the lubrication role is part of a plant-wide strategy for improving lubrication, there is greater chance of implementing a successful program. Whoever is involved in the program requires training not just in the theory of lubrication but in storage, handling, and the various methods of application, safety, and disposal.
4.2
Colour coding and clear labelling of drums, containers, hoses, and pumps reduces the risk of cross-contamination and dispensing the wrong lubricant. Oil containers should be stored in metal cabinets in they are not in a clean dedicated lubrication store. Each type of Oil should have a dedicated pump to reduce cross-contamination. Desiccant breathers on drums are a good way to keep oil clean and dry while in storage. Oils should be filtered (3 micron absolute) when transferring from bulk containers to dispensing containers. Bluescope Steel tests new oil delivered from their supplier and has found quality issues that we not known to the supplier. Disposal drums should be clearly marked so that oils are not mixed. Mixed oils (e.g. synthetic and mineral oils) can cause serious problems during disposal or reclaiming.
4.3
Safety:
MSDS must be readily accessible for all lubricants. The handling of lubricants does have some health risks and appropriate safety procedures should be followed (e.g. gloves). See table below.
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4.4
Training:
Training courses identified by participants are: 1. Noria. Noria is an independent Lubrication Knowledge company based in the USA. They run courses on Oil Analysis and Machinery Lubrication. The courses are usually followed by optional assessment with an IMCL (International Council for Machinery Lubrication) certification exam. See: www.noria.com for training course dates for Australia for 2006. 2. Vendors: Mobil run an accredited course called Mobil Motion training in conjunction with the VUT (Victoria University of Technology) which is recognised nationally. See appendix for details.
4.5
Flushing of Gearboxes:
One suggested method is to flush a gearbox with a compatible low-viscosity oil variation of the service oil. Filter carts are good for flushing gearboxes on line. Depending on the gearboxes age and the level of contamination and scaling, solvents can be used which break up the deposits that normal flushing does not remove. Some companies do a pre-flush and then a final flush. e.g. Castrol Solvent Flushing Oil Solvent cleaning may incorporate hydrocarbon-based Solvents (type USDA A-1) like kerosene or USDA A-2 cleaners such as naphtha and Stoddart.
4.6
Labelling:
Tags should be used to indicate the correct lube -Grease or oil for the lubrication point. Some companies use Silastic or Sikaflex to ensure adhesion for labels. Others use TRAFFOLITE engraved labels
4.7
Relubrication Quantities:
OEM recommendations are a good place to start. History and experience is used to fine tune relubrication quantities. The best way is to calculate the relubrication amount required by using a calculator as supplied by the bearing companies. (e.g. SKF Dialset or Lubeselect and FAG Relubrication Calculator). Bearing catalogues also give the relubrication amounts as a calculation of the bearing size, type, and speed. Using listening devices, vibration measurements (e.g. HFD, SEE) and temperature are a good way of determining when a bearing requires relubrication. Page 11 of 35 Terry Blackman
4.8
Rationalisation:
When it is done correctly, lubrication rationalisation can have good benefits such as reduced inventory, reduced risk of applying the wrong lubricant, efficiency, and improved reliability. PPG have reduced their greases on site from eight types to one, using Molub-Alloy Multiservice grease 860-220-2, The rationalisation program must be driven for the right reasons, not just for cost reduction in purchases. Before rationalising, the details must be checked to ensure that the right lubricant is specified in the first place. Involve the supplier in the rationalisation process. Do not reduce the viscosity of the lubricant when rationalising as this can greatly reduce the life of bearings and gears.
4.9
Automatic Lubricators:
The key to success with automatic lubricators (PermaLube, System 24, Memolube, etc.) is to ensure that they are part of a lubrication program that is managed by a CMMS or stand alone lube program. Automatic lubricators generally operate well as long as they are used within their range of suitable applications (temperature, length of line, correct relubrication interval, etc.). Installing fixed grease lines to make greasing more accessible gives good results.
Recommended specifications are for filters to have 3-5 absolute (suppliers are Pall or Hydac) and for desiccant to be included for moisture removal. Grease purge holes are important for bearings at high speeds where over lubrication can be a problem (e.g. electric motors and fan housings). The SKF and FAG catalogues specify the correct hole sizes for different Plummer blocks and the housings can be ordered with the holes pre-drilled.
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5.1
There is a varied range of approaches to reliability improvements, Company Impact Fertilisers RCA methodology No formal RCA processes used on site Comments No full time predictive maintenance personnel. PdM work outsourced to Vipac. Use FAG bearings for low speed applications and SKF for high speed applications. Most problems with bearings are related to sealing, as the environment is very dusty. Have used CARB bearings successfully on fans with life now 5 years from installation. Have sorted out problems with OEM designs where lubrication ducts have been incorrectly designed. Most problems have been lubricationrelated (e.g. Decanter bearings). Use CBC engineers under the contract arrangements to assist with training and failure investigations. Most problems are associated with maintenance installation and inconsistent lubrication practices across the site. Issues with training and quality of tradesmen /fitters are a major concern. Estimated that 90% of problems are process and procedure related. Skilled engineering are responsible for installation work and procurement. Have an ITP (Inspection test plan) and ITC (inspection check test). Use CBC and FAG for technical support.
Qenos
Bluescope/Silcar
Use Formal RCA for major incidents. e.g. shutdowns > 4 hours or costing high $. Have been trained in Taproot, Apollo and Kepner-Tregoe Most bearing failures investigated by reliability personnel.
TRUenergy Yallourn
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RCA methodology No formal RCA process. Reliability personnel get involved in failure analysis. RCA is driven by the size of the problem, when there is a loss of production. Started using RCA Rt software to record failure data.
Comments Most bearing replacements are on white metal bearings on pumps. Small process pumps are replaced, rather than overhauled. Many problems picked up by Predictive maintenance team. Often bearings are destroyed or disposed of before they can be inspected. Used to use Shell Services for RCA but now do it themselves. Vibration analysis is a major indicator of problems. Have used SKF for mill bearing inspections. Have recently had failures on 2 x Sumitomo Cooling Tower Gearboxes, which are as yet undetermined. Use CBC for tech. support as part of a supply contract. Do oil analysis and Vibration analysis to detect most problems with rotating equipment. Have used SKF for tech. support when required. Generally have high reliability and few problems.
PPG
5.2
He discussed how when using spherical roller bearings, that the bearing carrying the axial load should also be subjected to radial load to improve the load distribution within the bearings. This determines at installation which bearing is the fixed one and which is the floating one. For overhung fans, especially those with direct drives, the best solution is to have an in-line bearing (two-bearing) housing, because many of the loading conditions can be accommodated better. See Technology upgrade section below for more information. In the case study that Rod presented to the group, the solution to the overhung fan problems involves the installation of an on-line monitoring system to detect early problems (including electrical faults.).
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The solution has been in operation now for over 7 years, and the accumulated saving in maintenance costs, production and downtime are now in excess of $1million
Two bearing housing for overhung impeller. Better reliability than 2 x separate Plummer blocks
5.3
It is agreed that one of the best sources for assistance in technical information on bearing failures and assistance in reliability Improvements is the technical representatives from the various bearing companies. A summary of engineers known to be able to provide good support are as below. In each instance it is advisable to get to know your local contact so that they become familiar with your site and should be more receptive to giving you support. Company CBC CBC CBC SKF SKF SKF FAG FAG FAG Contact Person (s) Anthony OKeefe Laurence Camenzuli Jeff James Val Guerra John Mesiti Rob Distil (Tasmania) Craig Edwards Milos Grujic Dana Romanowski Phone 9276 9100 9276 9100 9276 9100 0417 399 905 0408 3660498 0419 523 959 0400 255 187 9859 8020 0419 613 956
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For these overhung fans, a two-bearing unit shown above can have many advantages over a normal arrangement of 2 x Plummer blocks, such as: More choices in the bearings that can be installed (ball, angular contact, cylindrical, spherical or CARB, depending on the load and speed). Better seals can be fitted to the housings to keep out contamination. They can run with grease or with oil lubrication. They have easy installation, because it is only necessary to bolt the unit to its support surface. (although its necessary to watch out for soft foot) There is little risk of contaminating or otherwise damaging the bearings during installation. These units come in standard sizes from SKF and FAG but can be made to suit most existing fan centre heights. Original equipment manufacturers, such as Flakt-Woods, can offer these with new fans installations if you specify them. SIRF Industrial Maintenance Roundtable - S.E. Area Page 18 of 35 Terry Blackman
These have been around for some years, but still prove to be a good economical technology improvement for some applications. Their main use is in reducing failures caused by contamination and installation. These are bearing units that come complete with the housing, bearing, seals, locking sleeve, lubricant and are pre-assembled, ready to mount. They are quick and easy to install. Once the bearing is correctly located on a shaft, mounting screws are tightened, axially displacing two paired precision-engineered serrated rings. The paired rings grip the shaft as the internal clearance in the bearing is reduced and expand evenly around the entire shaft circumference for a reliable fit. The versions with spherical rollers (as per the picture above) are best used on slower speed applications. They come in fixed and floating executions. There are versions available with ball bearings for lighter loads and higher speeds Their advantages include the following: Can be retrofitted to suit many existing shafts and Plummer block sizes. They can often replace standard size Plummer blocks (e.g. SN, SNA, SNH, SNL series from 35mm to 75mm shaft size). They have tight gripping triple-lip seals, which are good for keeping out contamination. No special tools required just an Allen Key that comes with the bearing unit. They are protected against contamination during installation. They allow logistics costs to be reduced as only one part has to be ordered, stored and managed Application areas Typical applications for these bearing units are mining and metallurgical equipment, quarries, belt conveyors, bucket elevators, refining equipment and chain conveyors.
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The CARB bearing is a single row bearing with long, slightly crowned symmetrical rollers. The raceways of both the inner and outer rings are concave and situated symmetrically about the bearing centre. They have been around for about 10 years now and have started to become a standard bearing for heavy-duty applications.
The rollers of the CARB bearing are self-guiding, i.e. they will always adopt the position where the load is evenly distributed over the roller length - irrespective of whether the inner ring is axially displaced and/or misaligned with respect to the outer ring. The load carrying capacity of the CARB bearing is very high even when it has to compensate for angular misalignment or axial displacement, which should result in improved reliability. They are intended exclusively as non-locating bearings. They simplify the bearing arrangement design for long shafts that are subjected to temperature variations. When using CARB bearings, it has also been proven that vibration levels are reduced, e.g. in paper machines or fans.
CARB bearings have a lower required minimum load than equivalent sized spherical roller bearings, which means they are less inclined to skid under light load and high speed. Because they require less grease than equivalent sized spherical roller bearings, they can be prone to get hot if too much grease is applied at start-up. Their main uses have been in paper mill rolls, fans, pinion shafts, crushers, and gearboxes.
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5.5
Cost-benefit analysis
An important, and often neglected part of a reliability improvement project is the cost-benefit analysis. This is a useful tool in documenting both the projected pay-back time for an improvement as well as historical evidence of the improvement. This is a key aid in getting management approval for capital or additional resources to fund improvements. An example of a simple cost-benefit analysis is below:
FD Fan #2 Unacceptable failure rate Bearing Failures on average 2 times per year Bearing sealing design and relubrication system is inadequate Upgrade bearing housing and seal design and install automatic lubrication. $2,500 $35 18 $250 $150 $3,530
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6.
Meeting # 4
This meeting was held on April 5th at International Powers Hazelwood facility. Jason Odlum was the site host, who also organised a short tour of the site. Hazelwood Power Station comprises eight generating units nominally rated at 200MW with a plant configuration of four two-unit stages, evidenced by its 8 distinctive chimney stacks. Hazelwood produces up to 25% of Victorias power and is a major player in Australias National Electricity Market.
6.1
Most companies represented did not have a formal supply agreement for regular or critical bearings. A summary is below. International Power Hazelwood Used to have an agreement back when it was the SECV. No contract at the moment. Sourcing is done locally with 3 alternative suppliers. TRUEnergy -Yallourn Impact Fertilisers Qenos No contract or agreement, similar to International Power. Did have a contract with Websters, but now there is no agreement and they use 3 or 4 local suppliers. Have an agreement with SKF, which they are not locked into. Can source products from other suppliers when necessary. Recently sources some special bearings from Cebeco Pty Ltd, with a saving of $20k over local suppliers. See: http://www.cebeco.com.au/ Loy Yang B Power Station No formal agreement. Engineers have authority to specify brands where appropriate, based on experience and OEM specifications. Bluescope Steel Have a formal agreement with CBC which also includes power transmission equipment. The agreement is mature, having been running for many years. Murray Goulburn Cooperative MG is a multi-site company and has had a formal agreement with one supplier that has been going for about 25 years.
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6.2 Is Reliability or Maintenance involved in the decision making process with respect to supply?
Depending on the particular management structure on site, maintenance can have varying inputs into what they are supplied in terms of MRO products like bearings. The range of involvement from the participants is tabled below: International Power Hazelwood Engineering usually takes the initiative for reliability improvements. e.g. they are currently trialling 2 x CARB bearings to improve bearing life/reliability of coal pulverizers. The supply/purchasing department is being pushed to keep the engineers away from the purchasing function. Stores were part of maintenance but are now a stand-alone function, reporting to finance/accounting. TRUEnergy -Yallourn Impact Fertilisers Qenos The engineers specify some bearings for particular applications, otherwise stores purchase as required. Stores purchase what maintenance specify and maintenance decides what local repairers to use. Stores are a maintenance responsibility. Engineers are not meant to deal directly with suppliers over commercial issues. They are encouraged to contact suppliers technical representatives directly for assistance. Loy Yang B Power Station Loy Yang B Maintenance personnel have a good relationship with the stores. Maintenance specifies what they want and can get quotes directly. There are purchasing levels of authority to control the maintenance budget. Bluescope Steel The stores are basically a logistical function, providing the entry and delivery role for spares. Over 90% of material is on Bills of Material (BOMs) and recorded in the MIMS CMMS., enabling it to be re-ordered automatically. There is little need for maintenance or purchasing input as the terms of supply, pricing and delivery requirements are already determined. Murray Goulburn Cooperative The bearings and Power transmission spend is less than 1% of the total maintenance budget. The supply of critical MRO products is fairly well controlled by maintenance. e.g. MG has tight specifications for their electric motor bearings (no 2Z2RS, polyuria grease, special clearances, etc). Stores provide the logistical function while maintenance provides the specifications and planning. Text items (non-stock) are reviewed while stock items are ordered automatically through SAP. They are currently building up their BOMs. SIRF Industrial Maintenance Roundtable - S.E. Area Page 24 of 35 Terry Blackman
6.3
What technical support do you get from the vendor(s) as part of the agreement?
e.g. Training, Catalogues, technical publications, journals, on-line resources, etc.
Good technical support from SKF and more recently FAG. Can get assistance when required. If purchasing contacts the suppliers, they have no rouble getting technical support when required. Good support from local engineer (Rob Distil) Dont have a lot of need for technical support, as most reliability issues have been fixed in the past. When they do, they have no trouble getting assistance. No problem getting information from vendors but would like to be kept more up to date. The availability of bearing fault frequency information is important.
Bluescope Steel
The Bluescope contract is a mature one, at the top end of the vendor-user relationship scale. The vendor (CBC) supplies an experienced and dedicated Application Engineer whose role is to help Bluescope reduce bearing related costs. On site training is provided as well as installation assistance, item identification, and documented cost savings. See extract from the agreement below.
The supplier regularly does audits of the stores to ensure that the products are in useable condition. The vendor regularly provides on-site, short training courses. Get good day to day assistance.
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The following is an extract from Bluescopes supply agreement, with respect to technical support.
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Both levels need sign off and good communication between the maintenance and supply departments in the decision-making and negotiation processes. If one department makes a decision in isolation, there is sure to be problems.
6.4
How do your supply & stores arrangements help or hinder your ability to meet maintenance or reliability goals? What are the conflicts (if any) between stores ordering, inventory, and reliability?
There appears to be two philosophies with respect to stores and maintenance. 1. Stores and MRO (maintenance, repairs & operations) supply should be a function of the Maintenance Department, allowing maintenance to control its own resources, with maintenance as a profit center, enhancing corporate profitability. 2. Stores and MRO supply should be controlled by Finance, as left to themselves; maintenance would have excessive inventory and uncontrolled costs. Terry Wireman, in his book Benchmarking Best Practices in Maintenance Management has the following suggestion in relation to maintenance order.
A copy of one of the Chapters from this book is included in the CIWG minutes.
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A summary of the situation at the various sites is below: International Power - Hazelwood The management thinking is that when maintenance are in control of the stores, that it results in excessive inventory. Finance controlling the stores forces Maintenance to be more judicious in their requirements. The biggest problem is when maintenance does not plan their requirements in time to allow for realistic delivery times. The procedure is that maintenance personnel go through purchasing for all delivery and price-related issues , although it is understood that they need to talk directly to vendor Engineers. Stores are not open and movement is well controlled. TRUEnergy Yallourn The stores stock items have lots of links to old stock codes and alternative part numbers. The inventory runs with MAX/MINs are the main control on reordering. They have procedures to follow for equipment modifications, to enable the stores descriptions and stock codes to be modified as well. Like Hazelwood, Stores are not open and movement is well controlled. Impact Fertilisers Qenos No real problem with stores, as it is a part of maintenance. Stock taken and not replaced is an issue. Work teams can order basic requirements themselves, which makes it easy for everyone. The person who is responsible for the repair is the responsible for ensuring then correct parts are ordered. Qenos have maintained their register of drawings in SAP, to enable integrity of data. Loy Yang B Power Station Bluescope Steel Problems arise for the stores when equipment modifications have been made that will make the old parts obsolete. Stores provide a good logistical function and as the supplier and delivery conditions are defined, there is a good functional relationship. There are defined lead times from the vendor that ensures that bearings are delivered within the times promised. See insert from agreement below Murray Goulburn Cooperative No problems between stores and maintenance similar to Bluescope situation where they provide logistics for maintenance. Stores are open, not restricting maintenance. Page 28 of 35 Terry Blackman
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6.5
What determines the level of spares held for critical equipment? How is stores inventory managed to ensure critical spares are in an as new
condition when needed for installation?
Kits have been used to package spares in line with the BOM for the piece of equipment being repaired. This makes the job easier for the repairer as they are assured of having all the parts on hand. It can present problems later if they return used and unused spares to the store. A review of inventory based on a criticality-based approach would be beneficial.
TRUEnergy -Yallourn
Yallourn has a Q.A. person to check incoming orders for compliance with what has been ordered. This has been necessary since suppliers in the past have supplied material and parts that have not met specifications or the OEM has changed specs without advising anyone.
No need fort critical bearing spares as most items required are available at short lead time. Qenos has some critical long tem spares (used) that have corroded due to storage conditions. Long-term critical bearing spares may in future be stored in an oil bath to prevent corrosion.
Loy Yang uses algorithms to calculate critical stock levels. Some critical spares have been written down to show their depreciated value, which is a better alternative to having them on the books at original purchase price or at an average cost. No inspection of long-term bearing spares is done. Bluescope has several maintenance strategists, whose role is to ensure that the optimum level of spares are available, based on their criticality. Murray Goulburn has started to embark on a program of criticality assessments for equipment. The maintenance dept. is the driver, but the inputs for criticality come from the production managers who are responsible for the business outcomes. This ensures that the criticality is a reflection of the importance of the equipment reliability to the business.
Bluescope Steel
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The costs of holding critical spares must be considered as part of the decision-making process, as the real cost spares has been reported as being 30% -40% of the purchase cost per item per year. See below.
6.6. What would you like to see written in a supply agreement that will support your efforts in maintenance & reliability?
Reliable delivery. Prices fixed for a set period of time. Specified delivery/lead times to assist with planning Regular contact with vendors Application/Reliability Engineers to keep up to date with new technologies. Preferable with one person to build some rapport and to allow the person to gain knowledge of the site. Training preferably on site, covering both trades and graduates. Suppliers being involved in new projects to enable a reduction in required spares and rationalisation. Review of condition of bearings in stores. Involvement of the vendor Application/Reliability Engineers with productivity improvements. The goal should be a reduction in bearing usage which equates to an increase in reliability and less downtime. Opportunity for feedback (e.g. questionnaire) from maintenance to the supplier on performance. SIRF Industrial Maintenance Roundtable - S.E. Area Page 31 of 35 Terry Blackman
6.7
Summary
A companys Maintenance Strategy should determine whether Stores and Procurement for MRO falls under the Maintenance Department or under Finance. Best practices indicate that for maintenance to be totally accountable for its own performance, then stores and inventory should be a maintenance function. However, financial controls are necessary to ensure that inventory levels are optimised. Agreements should have 2 levels of sign-off, a Commercial component and a Technical component. Both procurement professionals and maintenance managers need to be involved in the process so that any internal areas of conflict are managed and the company gets the best total cost result for the business. A company with a formal bearing supply agreement is able to leverage the relationship to get more beneficial technical support than a company with no agreement. In any case, with or without a supply agreement, there are clear benefits from maintenance getting to know their vendors Application or Reliability Engineers, so they can be kept up to date with the latest technologies that are available to improve machine reliability. Mature agreements focus on the reduction in costs and a common KPI is the measure of the reduction in replacement bearing usage, which equates to an improvement in reliability and production.
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Terry Blackman
CIWG Date
October 12
Meeting Location
Bluescope Steel Hastings
Main Topic(s)
Training & Installation
November 30
TRUenergy Yallourn
Lubrication
February 8
PPG - Clayton
April 5
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Terry Blackman
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Terry Blackman
Mounting Instructions 10 Tips for Bearing Maintenance Tips for Bearing Mounting Bearing Basics an overview Bearing Dismounting Methods Proper practice for the cleaning, removal and mounting Spherical Record Fitting Sheet Self Aligning Ball Installation Procedures Tapered Bore SRB Measurement Course in Bearing Technology & Maintenance
2.
Oil Safe Products Training Courses Lube- IT Software LMS2000 Software Mobil Lubrication Course Bearing Lubrication Best Practices in Flushing Gearboxes Best Practices for Lube storage & handling Consolidating Lubricants Lube Practice Lets get Serious How to set optimum cleanliness levels Pacesetter Performance through sound Lub. Practices How to design a World Class Lube Room
3.
Rolling bearings - Damage & Failures, Terms, characteristics & causes ISO 15243:2004 NSK Bearing Doctor www.nskaustralia.com.au/page/6view.html SKF Rolling Bearing failures and their causes Product Information 401E FAG Rolling Bearing Damage Publ. No. WL 82 102/2 EA http://www.fag.com/content/media/_shared_media/library/downloads/downloads_fag_temp/wl_82102_2_de_en.pdf SKF POP release bearings Publication 4255E Rolling Bearing Handbook & Trouble shooting Guide Raymond A. Guyer, Jr. Rolling Bearings in Service Interpretations of Types of Damage T.S. Nisbet &G.W. Mullett Root Cause Failure Analysis R. Keith Mobley Root Cause Analysis Handbook RCA Rt, SIRF Roundtables SKF Bearing Inspector www.aptitudexhange.com Two Bearing Units www.aptitudexchange.com NSK www.tec.nsk.com Bearing Detective www.emersonbearing.com
4.
Developing Performance Indicators for Managing Maintenance, Terry Wireman, Industrial Press, 2005. Benchmarking Best Practices in Maintenance Management, Terry Wireman, Industrial Press, 2004 Spare Parts Procurement http://www.cebeco.com.au/ Bearing handling & Storage SKF Reliability Maintenance Institute, 2003
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Terry Blackman